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Avantis US Small Cap Value ETF

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
526
Heck Capital Advisors
Wisconsin
$61K -$133K -1,485 -69%
MCM
527
MidAtlantic Capital Management
Virginia
$55.2K +$55.2K +615 New
PB
528
Pinnacle Bancorp
Nebraska
$55.1K +$49.9K +556 +959%
WPA
529
West Paces Advisors
Georgia
$51.2K +$3.14K +35 +7%
SA
530
Scarborough Advisors
Maryland
$49.2K +$49.2K +548 New
OLVIG
531
Oliver Lagore Vanvalin Investment Group
Michigan
$41.4K -$30.2K -336 -42%
AWM
532
Aspire Wealth Management
Massachusetts
$39.5K -$2.69K -30 -6%
FFO
533
Fortitude Family Office
Arizona
$36.6K +$36.6K +408 New
AF
534
Advisornet Financial
Minnesota
$36.5K +$31.1K +346 +577%
LPP
535
Life Planning Partners
Florida
$32.4K +$32.4K +361 New
YAL
536
Your Advocates Ltd
Texas
$30.3K -$4.85K -54 -14%
IGWM
537
ICA Group Wealth Management
Colorado
$29.5K +$29.5K +328 New
SIC
538
SJS Investment Consulting
Ohio
$26.9K
GWM
539
Geneos Wealth Management
Colorado
$26K
CTC
540
Central Trust Company
Missouri
$23.6K
TFG
541
Team Financial Group
California
$21.1K +$90 +1 +0.4%
LC
542
Lindbrook Capital
California
$21.1K
SS
543
Sunbelt Securities
Texas
$18.5K +$90 +1 +0.5%
MFC
544
Morris Financial Concepts
South Carolina
$18.1K
TWA
545
Tandem Wealth Advisors
Arizona
$17.9K +$17.9K +199 New
Fidelity Investments
546
Fidelity Investments
Massachusetts
$16.9K +$13.3K +148 +370%
NS
547
NBC Securities
Alabama
$14K
AWM
548
Abound Wealth Management
Tennessee
$12.6K
BWP
549
Baldwin Wealth Partners
Massachusetts
$9.88K
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
$8.98K +$8.98K +100 New